Daniel R. Campos is a Chartered Retirement Planning Counselor. He holds the FINRA Series 7 (General Securities Representative) and Series 66 (Investment Advisor Representative) licenses. He is also insurance licensed with life, health, and variable lines of authority. Before launching his own independent firm, Daniel worked as a registered representative at Morgan Stanley, UBS, and RBC Wealth Management.

Campos Financial Group was founded by Daniel Campos to reflect his personal style and philosophy of the delivery of financial services to the public. The guiding philosophy of his firm is to function as an advocate for the client in the marketplace. Independence is the cornerstone of his practice—he is not wed to any single company or product. This greatly enhances his ability to work with his clients, both individuals and businesses, solely focusing on their objectives and success. Not bound by corporate quotas or proprietary restrictions, he is able to recommend investment vehicles and strategies which he feels are most appropriate and will serve his clients best.

A Montgomery County, Maryland native, Daniel is an alumnus of Gonzaga College High School in Washington, DC. He earned a Bachelor of Arts in Politics from The Catholic University of America followed by a Master of Business Administration from the University of Maryland. Daniel also earned the Chartered Financial Consultant (ChFC) and Chartered Retirement Planning Counselor (CRPC) designations. Additionally, he holds a certificate in Financial Planning from the Terry School of Business at the University of Georgia. 

Daniel is an active member of the community, holding numerous leadership positions in the business and non-profit community. He serves as Chairman of the Board of Directors of Child Justice, Inc., on the Board of Governors of Alumni of the Catholic University of America, and was previously a member of the Board of Directors of the Washington DC Chapter of Young Catholic Professionals.  With his wife, Daniel volunteers at St. John Neumann Roman Catholic Parish teaching sacramental preparation classes (RCIT) to teenagers. He also serves on the Business Advisory Council for SEEC, an organization which works to advance and increase employment opportunities for residents with developmental disabilities.

Additionally, Daniel serves on the Board of Directors for the the Rockville Chamber of Commerce. He is also a member of the Hispanic Chamber of Montgomery County and the Gaithersburg Chamber. Daniel also He is a graduate of the City of Gaithersburg and Montgomery County Police Citizen’s Academies. He has frequently supported Walk Like MADD, McKenna’s Wagon, and a number of other worthy causes.   

Registered States: DC, MD, VA, AR, CA, DE WV, PA, OH, MA, NC, SC, NY, NJ, FL, TX, TN   We are based in the DC metro area but serve clients in the states listed here. While we meet regularly via phone or virtual meeting, we also arrange face to face client meetings in the above locations throughout the year, schedule permitting.